You are here

Introduction

The Administrative Policy Statement (APS) Alcoholic Beverages Purchased for University Events sets forth the parameters for using university funds to purchase alcoholic beverages for personal consumption at university events. Such purchases must comply with the APS, with all applicable procurement rules, and with the requirements of this procedural statement.

Definitions

Italicized terms are defined in the Policy Glossary.

Procedural Statement

A. Alcoholic Beverages Purchased for Personal Consumption at Official Functions

Purchase of alcoholic beverages shall only be made from gift fund (Fund 34) SpeedTypes with a Gift Purpose Code 2 of Y, designating that the SpeedType is restricted for purposes including entertainment, donor cultivation, or personnel recruitment.

Purchases must be coded in the Finance System as Official Functions with Alcohol, Account 550102.

When alcohol (in any dollar amount) is being purchased for an official function, the Official Function form must be completed. (However: For transactions in the Concur Travel and Expense System, official function and alcohol information is provided directly in the transaction screen, and the system routes the report for appropriate approval. Therefore, the paper Official Function form is not required for Expense System processing. See “Paper Forms and the Expense System,” below.)

The form must be approved by the organizational unit and by the Vice President/Vice Chancellor for Finance or his/her delegate(s)

.If the total cost of food and beverage (including alcoholic beverages and including all related taxes/tips) is greater than $10,000, or if the per-person cost is greater than $85 (regardless of total cost), then the Official Function form must also be approved by an appropriate officer.

4. For bulk purchases of alcoholic beverages made by the President/Chancellor, Official Function forms will be completed when items are subsequently removed from inventory for specific university events.

5. For donor cultivation, solicitation, and stewardship official functions, see below.

Purchase of alcoholic beverages shall only be made from development/advancement fund (Fund 36) SpeedTypes.

Purchases must be coded in the Finance System as Official Functions with Alcohol, Account 550102.

Use of the Official Function form is the same as for Official Functions, above.

The form must be approved by the organizational unit and by the Vice President/Vice Chancellor for Advancement or his/her delegate(s).

Additional (officer) approval is needed as described under Official Functions, above.

4. For donor cultivation, solicitation, and stewardship official functions that include what would otherwise be considered fundraising events, purchase of alcoholic beverages shall only be made using Fund 36.

Purchase of alcoholic beverages shall only be made from gift fund (Fund 34) SpeedTypes with a Gift Purpose Code 2 of Y, designating that the SpeedType is restricted for purposes including entertainment, donor cultivation, or personnel recruitment. In addition, the SpeedType must have a Gift Purpose Code 1 of SE, which further restricts its use exclusively for fundraising events.

The Fundraising Authorization form (including the section on alcoholic beverages) must be completed. It must be approved by the individuals/organizational units identified on the form.

Purchase of alcoholic beverages shall generally be made from auxiliary fund (Fund 20 or Fund 29) SpeedTypes. Occasionally, these purchases may be made from gift fund (Fund 34) SpeedTypes with a Gift Purpose Code 2 of Y, designating that the SpeedType is restricted for purposes including entertainment, donor cultivation, or personnel recruitment.

Purchases should be coded in the Finance System using an expense account that most appropriately describes the conference (e.g., training). Note that Account 550102 (Official Functions with Alcohol) should not be used.

When alcohol is being purchased for the conference, the Official Function form must be completed. (However: See “Paper Forms and the Expense System,” below.)

The form must be approved by the appropriate individual(s) within the organizational unit.

E. Additional Campus Restrictions

The requirements of this procedural statement must be considered in conjunction with any campus-specific policies on alcoholic beverages.

Paper Forms and the Concur Travel and Expense System

When documenting information for Procurement Card, Travel Card, and Employee Reimbursement transactions, note that:
• The Official Function paper form is not required for official function or conference transactions processed in Concur since entry of required information and routing for approval is already handled by the system.
• The Fundraising Authorization paper form is required for fundraising event transactions processed in the Concur since the FA form documents approval(s) obtained outside of the system.

Exceptions

Exceptions to this procedural statement require the approval of the Assistant Vice President/University Controller.